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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
First Vice President–Wealth Management
Financial Advisor
Shawn Oliver is a 32 year Financial Professional and First Vice President at UBS Financial Services Inc. in Napa, California.
Prior to joining UBS Shawn was a Financial Advisor at Morgan Stanley for 29 years where he advised individual investors on how to make smart financial decisions. His wealth management practice is focused on providing curated investment solutions to families and small business owners.
Shawn is a Certified Exit Planning Advisor, CEPA. He helps small business owners build more valuable companies, have stronger financial plans, and align their personal goals. Offering strategic financial planning and tailored solutions throughout the lifecycle of the business.
Shawn also holds a designation from the College for Financial Planning as a Chartered Retirement Planning Counselor, CRPC.
He is a California native and 20-year Napa Valley Resident who is currently raising a family in the area. He is a competitive cyclist, dedicated lifelong skier, and enjoys spending quality time with his wife and their son.
Education
Credentials
Helping individuals, families, and organizations unlock a wealth of possibilities
First Vice President–Wealth Management
Financial Advisor
Shawn Oliver is a 32 year Financial Professional and First Vice President at UBS Financial Services Inc. in Napa, California.
Prior to joining UBS Shawn was a Financial Advisor at Morgan Stanley for 29 years where he advised individual investors on how to make smart financial decisions. His wealth management practice is focused on providing curated investment solutions to families and small business owners.
Shawn is a Certified Exit Planning Advisor, CEPA. He helps small business owners build more valuable companies, have stronger financial plans, and align their personal goals. Offering strategic financial planning and tailored solutions throughout the lifecycle of the business.
Shawn also holds a designation from the College for Financial Planning as a Chartered Retirement Planning Counselor, CRPC.
He is a California native and 20-year Napa Valley Resident who is currently raising a family in the area. He is a competitive cyclist, dedicated lifelong skier, and enjoys spending quality time with his wife and their son.
Education
Credentials
Helping individuals, families, and organizations unlock a wealth of possibilities
Our comprehensive planning process begins with meaningful conversations about what matters most to you. By focusing on your priorities, we'll learn all we can about you, your family and your business. We will then work together to build a plan that helps put you—and keep you—on track pursuing your goals.
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
What defines family success? A business, property, or is it more elusive: traditions, values, ethics? And how will you pass it on to the next generation with forethought, clear goals and careful execution? Too often, before sharing assets, we neglect the actual communication of wishes, plans and expectations. Let’s change that.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024